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Category: Semiconductors and Components

Daniel Newman

Talking SAP Sapphire, Marvell Acquires Tanzanite, Micron Investor Day, Zoho Marketing Plus – The Six Five Webcast

Talking SAP Sapphire, Marvell Acquires Tanzanite, Micron Investor Day, Zoho Marketing Plus. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.
Ron Westfall

Intel Vision 2022: Intel Augments its Silicon, Software, and Services Portfolio Vision

Futurum’s Ron Westfall scrutinizes why Intel’s expanded silicon, software, and services portfolio vision boosts its ecosystem influence in powering AI workload optimization and adoption of key emerging applications as well as improve its competitive standing against key rivals.
Steven Dickens

VMware Extends Wipro and Atos Partnership

Futurum analyst Steven Dickens provides his take on the recently announced partnership extensions between VMware, Wipro and Atos. As Kubernetes deployments start to happen at scale, Global System Integrators are flocking to form relationships with VMware so they can be skilled in the latest technologies.
Daniel Newman

Lattice Semiconductor Delivers Robust Q1 Growth and Raises Q2 Guidance

Lattice Semiconductor reported its fiscal Q1 with an outsized result that included a beat and raise across the board. Futurum's Daniel Newman gives his take on how the company is doing and what we can expect going forward.
Daniel Newman

TSMC Big Quarter Reflect Chip Strength?

Shelly Kramer

New Bipartisan Healthcare Cybersecurity Act Aims to Improve Protection Efforts

Futurum principal analyst Shelly Kramer examines cybersecurity concerns facing healthcare institutions with insight into the potential impact of the recently-introduced bipartisan Healthcare Cybersecurity Act on those organizations and the public.
tweiss@futurumresearch.com

New Oracle Cloud Infrastructure E4 Dense Compute Inferences to be Powered by AMD EPYC Processors for VMware Users Running Hybrid Cloud Environments

Futurum analyst Todd R. Weiss examines Oracle's latest plans to offer all-new Oracle Cloud Infrastructure E4 Dense Compute Inferences powered by AMD EPYC processors for hybrid cloud users as Oracle expands its use of AMD EPYC CPUs beyond Oracle's existing E3 and E4 compute instances.
tweiss@futurumresearch.com

Intel Pledges to Reduce its Greenhouse Gas Emissions to Net-Zero by 2040 for All Intel Facilities and to Lower Carbon Footprints of Intel Products and Platforms

Futurum analyst Todd R. Weiss explores Intel’s bold new pledge to reduce its direct and indirect greenhouse gas emissions to net-zero by 2040 throughout its diverse global facilities, as well as its plans to work even harder to reduce the carbon footprints for the company’s technology products and services.
Ron Westfall

Arm Arms Microsoft Azure VMs Preview Featuring Ampere Altra Processors

Arm is showcasing Arm Neoverse ecosystem momentum through Microsoft’s preview of VMs on its Azure cloud platform powered by Arm-based Ampere Altra server CPUs. Futurum’s Ron Westfall assesses why the preview of VMs on Microsoft Azure using Arm-based Ampere Altra processors boosts Arm’s sales and marketing momentum as well as the influence of the Arm Neoverse ecosystem after the dissolution of the $40 billion NVIDIA acquisition and before parent company Softbank’s plan to take the company public.
Daniel Newman

Making Markets EP31: Musk’s Twitter Stake, Wrestling with the Chips Act, A Look Ahead at Tech Earnings

Making Markets EP31: Musk’s Twitter Stake, Wrestling with the Chips Act, A Look Ahead at Tech Earnings
tweiss@futurumresearch.com

AMD’s $1.9B Acquisition of Pensando Aims to Help AMD Take Even More Workloads off CPUs for Increased Performance for Customers

Futurum analyst Todd R. Weiss explores AMD’s latest planned acquisition – the $1.9 billion purchase of Pensando Systems – and analyzes how the addition of the programmable packet processor and software specialist will also likely bolster AMD’s recent acquisition of FPGA chip maker Xilinx.
tweiss@futurumresearch.com

Intel Announced the Acquisition of Granulate, an Israeli Autonomous Optimization Software Vendor, to its Recent String of Acquisitions and Keeping Pressure on Competitors

Futurum Research analyst Todd R. Weiss takes a deep dive into Intel’s acquisition of real-time autonomous optimization software vendor, Granulate, and explores how the move is designed to deliver positive impacts for cloud and data center customers.
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